Saia, Inc. $SAIA Shares Sold by First National Bank of Omaha
First National Bank of Omaha reduced its stake in Saia, Inc. (NASDAQ:SAIA) by 39.8% during the second quarter, selling 4,028 shares and now owning 6,096 shares valued at $2.59 million. Other institutional investors also adjusted their holdings in the transportation company, with some increasing and others acquiring new positions. Saia's stock opened at $359.19, has a market capitalization of $9.58 billion, and reported strong quarterly earnings, beating analyst estimates with $3.51 EPS on $956.49 million in revenue.
Diversify Advisory Services LLC Makes New Investment in Saia, Inc. $SAIA
Diversify Advisory Services LLC has made a new investment in Saia, Inc. (NASDAQ:SAIA), acquiring 3,107 shares valued at approximately $1.305 million during the second quarter. This move is part of a broader trend, as several other institutional investors have also adjusted their positions in the transportation company. Saia recently reported strong quarterly earnings, beating EPS estimates, and analysts maintain a "Moderate Buy" consensus rating for the stock.
Oppenheimer Asset Management Inc. Sells 4,957 Shares of Saia, Inc. $SAIA
Oppenheimer Asset Management Inc. reduced its stake in Saia, Inc. (NASDAQ:SAIA) by 45.8% in the second quarter, selling 4,957 shares but still retaining 5,862 shares valued at approximately $2.47 million. Despite this sale, analysts maintain a "Moderate Buy" rating for Saia with an average price target of $449.67. The transportation company recently reported strong quarterly earnings of $3.51 per share, surpassing estimates, and a 17.1% year-over-year revenue increase to $956.49 million.
Janney Montgomery Scott LLC Has $4.67 Million Holdings in Saia, Inc. $SAIA
Janney Montgomery Scott LLC reduced its stake in Saia, Inc. by 26.1% in the second quarter, selling 3,925 shares but retaining 11,098 shares valued at approximately $4.67 million. Saia reported strong quarterly earnings with an EPS of $3.51, beating estimates, and a 17.1% year-over-year revenue increase. Analysts generally maintain a positive outlook for Saia, with a consensus price target of $449.67.
Russell Investments Group Ltd. Reduces Stock Position in Saia, Inc. $SAIA
Russell Investments Group Ltd. significantly reduced its stake in Saia, Inc. by 45.4% in the second quarter, selling 29,360 shares. Despite this reduction, other institutional investors like Viking Global and Invesco Ltd. increased their positions, showing mixed institutional interest. Saia's recent financial performance exceeded expectations, with a Q2 EPS of $3.51 and 17.1% year-over-year revenue growth, contributing to a consensus "Moderate Buy" analyst rating.
Pier Capital LLC Cuts Stock Holdings in Saia, Inc. $SAIA
Pier Capital LLC reduced its stake in Saia, Inc. by 33.6% in the second quarter, selling 9,666 shares and retaining 19,098 shares valued at $8.04 million. Despite this, Wall Street maintains a "Moderate Buy" rating for Saia with an average price target of $449.67, following the company's strong Q2 earnings report which surpassed analyst expectations in both EPS and revenue. Saia reported $3.51 EPS against a $3.38 consensus and $956.49 million in revenue, a 17.1% year-over-year increase.
Hodges Capital Management Inc. Purchases Shares of 8,900 Saia, Inc. $SAIA
Hodges Capital Management Inc. acquired 8,900 shares of Saia, Inc. (NASDAQ:SAIA) in the second quarter, a stake valued at approximately $3.75 million. This purchase is part of a trend where several institutional investors have either increased their holdings or initiated new positions in the transportation company. Saia recently reported strong quarterly results, exceeding analyst expectations with earnings of $3.51 per share and a 17.1% year-over-year revenue increase.
Bank of America Corp DE Purchases 31,323 Shares of Saia, Inc. $SAIA
Bank of America Corp DE increased its holdings in Saia, Inc. by 35.6% in the first quarter, acquiring an additional 31,323 shares and bringing its total stake to 119,297 shares valued at $41.9 million. This purchase follows Saia's strong quarterly earnings, where it surpassed analyst estimates with EPS of $3.51 and revenue growth of 17.1% year-over-year. Analyst sentiment for Saia remains positive, with a "Moderate Buy" consensus rating and an average price target of $449.67.
The Technical Signals Behind (SAIA) That Institutions Follow
This article analyzes the technical signals for Saia Inc. (NASDAQ: SAIA) using AI models, suggesting choppy conditions with no clear price positioning signal. It identifies elevated downside risk and provides three distinct trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored to different risk profiles. The analysis also includes multi-timeframe signal strengths, support, and resistance levels for various horizons.
The Technical Signals Behind (SAIA) That Institutions Follow
This article analyzes Saia Inc. (NASDAQ: SAIA) using AI models, highlighting "divergent sentiment" across all horizons and suggesting choppy conditions. It provides specific institutional trading strategies (Position, Momentum Breakout, and Risk Hedging) with entry zones, targets, and stop losses. The analysis also includes a multi-timeframe signal breakdown for near-term, mid-term, and long-term perspectives, indicating varied signal strengths and support/resistance levels.
Customers choose Saia for top honors in two freight categories
Saia (NASDAQ: SAIA) has received two 2026 Quest for Quality Awards from Logistics Management magazine, recognized in the National LTL and Expedited Motor Carriers categories. These customer-driven awards are based on evaluations of performance metrics such as on-time delivery, value, and customer service. The recognition coincides with Saia's ongoing nationwide network expansion and its Saia REV initiative, aimed at improving transit times, logistics capabilities, and shipment visibility.
Saia Inc. Earns Two 2026 Quest for Quality Awards from Logistics Management
Saia Inc. has been awarded two 2026 Quest for Quality Awards by Logistics Management magazine, recognizing its excellence in National LTL and Expedited Motor Carriers categories. These awards are particularly significant as recipients are selected by logistics and supply chain professionals based on customer satisfaction and service excellence. The recognition highlights Saia's commitment to reliable transportation solutions, operational excellence, and ongoing investments in network expansion and technology like Saia REV to enhance customer experience.
Saia Earns Two 2026 Logistics Management Quest for Quality Awards
Saia Inc. has been honored with two 2026 Quest for Quality Awards from Logistics Management magazine in the National LTL and Expedited Motor Carriers categories. This customer-driven recognition highlights Saia's excellence in service, operational reliability, and ongoing investments in technology and network expansion, as acknowledged by logistics and supply chain professionals. The awards underscore the company's commitment to delivering high-quality transportation solutions and enhancing the customer experience.
Saia Earns Two 2026 Logistics Management Quest for Quality Awards
Saia Inc. has been honored with two 2026 Quest for Quality Awards from Logistics Management magazine, receiving top honors in the National LTL and Expedited Motor Carriers categories. This recognition, based on feedback from logistics and supply chain professionals, highlights Saia's commitment to reliable service, operational excellence, and innovative transportation solutions. The company's recent strategic initiative, Saia REV, further emphasizes its dedication to improving customer experience through faster transit times, expanded logistics capabilities, and enhanced shipment visibility.
Assenagon Asset Management S.A. Makes New $16.91 Million Investment in Saia, Inc. $SAIA
Assenagon Asset Management S.A. has invested $16.91 million in Saia, Inc., acquiring 40,147 shares of the transportation company. Other institutional investors like Viking Global and Norges Bank have also increased their stakes in Saia. Saia's recent quarterly earnings surpassed expectations, reporting $3.51 EPS on revenue of $956.49 million, contributing to a "Moderate Buy" consensus rating from analysts.
Saia CEO: How We Built a National LTL Network & Cut Transit Times
Saia CEO Fritz Holzgrefe discusses the company's strategic expansion, which includes opening 70 terminals since 2017 and nearly 40 since 2023, to build a national LTL network and cut transit times. He highlights how this expansion has led to market share gains and improved customer service, allowing Saia to provide solutions like three-day transit from Trenton, N.J., to Texas. Holzgrefe also addresses navigating inflationary costs, implementing general rate increases, and investing in their workforce with wage increases, emphasizing the company's customer-centric approach and belief in the significant untapped potential of their newer facilities.
Saia’s Strong Q2 2026 Earnings Might Change The Case For Investing In Saia (SAIA)
Saia (SAIA) reported strong Q2 2026 earnings with increased sales and net income, reinforcing its investment narrative focused on network expansion and technology upgrades. While the positive results support profitability, concerns remain regarding high capital expenditure and potential cost inflation if freight volumes decline. The company's Q2 performance, including the Saia REV initiative, suggests that investments are translating into improved revenue and earnings, though the long-term impact on margins needs continued monitoring.
Saia’s Strong Q2 2026 Earnings Might Change The Case For Investing In Saia (SAIA)
Saia, Inc. reported strong Q2 2026 earnings with increased sales and net income, surpassing previous year's figures. This performance, driven by network expansion and the Saia REV initiative, suggests a positive shift in its investment narrative. However, investors should remain aware of potential risks from elevated capital spending and cost pressures.
Saia Inc (SAIA) Stock News Today
This article from TradingKey provides the latest news and stock performance for Saia Inc (SAIA). It highlights that Saia Inc's stock closed down by 8.22% on May 4, with the article promising to delve into the drivers behind this movement. The page also includes current stock prices, market capitalization, and P/E ratios for SAIA.
Saia, Inc. 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:SAIA) 2026-08-07
This article announces the publication of Saia, Inc.'s Q2 2026 earnings call presentation. The presentation was released in conjunction with their earnings call on August 7, 2026. Seeking Alpha's transcripts team is responsible for providing this content to investors.
Saia’s Strong Q2 2026 Earnings Might Change The Case For Investing In Saia (SAIA)
Saia, Inc. reported strong Q2 2026 results with increased sales of US$956.49 million and net income of US$94.26 million, surpassing previous year's figures. These results support the company's investment narrative, driven by network expansion and technology upgrades, despite ongoing capital spending and rising operating costs. The report suggests these strong earnings might reshape investor expectations and warrant a re-evaluation of the company's fair value.
Royal Bank of Canada Purchases 6,872 Shares of Saia, Inc. $SAIA
Royal Bank of Canada increased its stake in Saia, Inc. by 14% in the first quarter, acquiring an additional 6,872 shares, bringing its total holding to 55,800 shares valued at approximately $19.6 million. Saia, Inc. (NASDAQ:SAIA) has a consensus "Moderate Buy" rating from analysts with an average price target of $449.67. The company recently reported strong quarterly earnings, exceeding expectations with $3.51 EPS and a 17.1% year-over-year revenue increase.
Saia Inc (SAIA) Earnings Forecast: Future EPS & Revenue Growth Estimates
This article provides an earnings forecast for Saia Inc (SAIA), highlighting its current earnings forecast score of 7.40 and its ranking within the Freight & Logistics Services industry. It details analyst ratings, price targets, and expected EPS and revenue figures, with most analysts recommending a "Buy" for the stock.
Saia Inc (SAIA) Shares Fall 4.7% -- What GF Score of 97 Tells Investors
Saia Inc (SAIA) shares dropped 4.7% recently, bringing its current price to $356.81, although the stock has shown a 19.3% gain over the last year. Despite the recent dip, GuruFocus assesses SAIA as "Modestly Undervalued" with a GF Value™ estimate of $464.34, and the company holds a strong GF Score™ of 97/100, driven by exceptional growth potential. Insider selling activity and a P/E ratio above its historical median suggest caution, but the overall strong fundamentals and undervaluation present a potential opportunity for investors.
Saia posts record Q2 revenue $956.5M, operating income up 26% as operating ratio improves to 86.9%
Saia reported record Q2 revenue of $956.5 million, marking a 17.1% year-over-year increase, and an operating income of $125 million, up 26% from the previous year. The company's operating ratio improved to 86.9% from 87.8%, with diluted EPS rising 31.5% to $3.51. These results reflect strong performance including a 4.4% increase in shipments per workday.
Amundi Has $14.16 Million Holdings in Saia, Inc. $SAIA
Amundi reduced its stake in Saia, Inc. by 18.3% in Q1, selling 9,044 shares but still holding 40,314 shares valued at $14.16 million. Saia reported strong quarterly earnings, beating estimates with $3.51 per share and revenue up 17.1% year-over-year. Analysts maintain a "Moderate Buy" rating for Saia, with an average price target of $449.67.
SAIA INC : BMO CUTS TARGET PRICE TO $400 FROM $470
BMO has adjusted its target price for SAIA INC (SAIA.O), lowering it to $400 from the previous $470. This change was reported by Reuters. The article states that this content reflects the author's opinion and is not investment advice.
SAIA INC : BMO CUTS TARGET PRICE TO $400 FROM $470
BMO Capital has adjusted its price target for SAIA Inc. (SAIA) shares, lowering it to $400 from the previous $470. This revision indicates a change in the firm's outlook on the stock's valuation. Investors tracking SAIA may note this updated target from BMO Capital.
SAIA Maintains Rating by Citigroup -- Price Target Lowered to $4
Citigroup has maintained a 'Buy' rating for Saia (SAIA) but lowered its price target from $488.00 to $423.00, reflecting a cautious outlook. Despite this, GuruFocus assesses Saia as 21.4% undervalued with a GF Value™ of $464.34, while its GF Score™ of 97/100 indicates strong overall performance, particularly in growth and profitability. Insider activity shows net selling, suggesting mixed sentiment among investors.
Saia surpasses its best quarterly revenue on record
Saia achieved its highest-ever quarterly revenue in Q2, reaching $956.5 million, a 17.1% increase year-over-year. The company also set new Q2 records for shipments per workday and a record-low cargo claims ratio of 0.3%. CEO Frederick Holzgrefe noted an improved operating ratio and stabilization in volumes, with customer surveys suggesting business improvement in the latter half of the year.
SAIA INC : BMO CUTS TARGET PRICE TO $400 FROM $470
BMO Capital Markets has reduced its target price for SAIA Inc. (SAIA.O) shares to $400 from the previous $470. This adjustment reflects an updated outlook on the company's financial prospects by the analyst firm. The article, sourced from Reuters, reports this specific change in the target price.
California State Teachers Retirement System Has $10.86 Million Holdings in Saia, Inc. $SAIA
The California State Teachers Retirement System increased its stake in Saia, Inc. (NASDAQ:SAIA) by 23.1% in the first quarter, now holding 30,917 shares valued at $10.86 million. Saia recently reported strong quarterly earnings, beating analyst estimates with $3.51 per share and a 17.1% year-over-year revenue increase. The company maintains a "Moderate Buy" consensus rating from analysts with an average price target of $453.28.
Saia surpasses its best quarterly revenue on record
Saia (NASDAQ: SAIA) reported its highest quarterly revenue ever in Q2 2026, reaching $956.5 million, a 17.1% increase year-over-year. The company also achieved a new Q2 record for shipments per workday and a record low cargo claims ratio of 0.3%. CEO Frederick "Fritz" Holzgrefe noted an improved operating ratio and stabilizing volumes, with external economic indicators suggesting an improving operating environment for the second half of the year.
A Look at Saia Inc (SAIA) After 3.6% Gain -- GF Value $467.73 vs Price $360.10
Saia Inc (SAIA) shares increased by 3.6% to $360.10, yet the stock is considered undervalued by GuruFocus with a GF Value of $467.73, suggesting a 23.0% margin of safety. Despite a high GF Score of 97/100, indicating strong growth and momentum, the P/E ratio of 34.8x is above its historical median, and recent insider selling raises some caution for investors. The article advises a careful assessment of future trajectory due to mixed signals from gurus and insiders.
SAIA INC Q2 2026: Revenue $956.5M, EPS $3.51— 10-Q Summary
SAIA INC reported strong second-quarter 2026 results, with revenue reaching $956.5 million and diluted EPS of $3.51. This growth was attributed to higher fuel surcharge realization, increased shipment volumes, and strategic pricing actions. The company also saw improvements in its operating ratio and LTL shipments, reflecting effective investments and operational efficiencies.
Saia Stock: 6 Straight Red Days, Down 19%
Saia (SAIA) stock has experienced a significant decline, falling 19% over six consecutive trading days, erasing $2.1 billion from its market value. This downturn contrasts with its positive 14.9% return over the past twelve months and appears disconnected from the broader S&P 500's performance. The article suggests investors are scrutinizing Saia's premium valuation (P/E of 33.5 vs. S&P 500 median of 23.9) and its underperforming fundamentals, such as lower operating margins and revenue growth compared to the index medians.
Segall Bryant & Hamill LLC Sells 15,893 Shares of Saia, Inc. $SAIA
Segall Bryant & Hamill LLC has reduced its stake in Saia, Inc. by 31.3% in the first quarter, selling 15,893 shares and retaining 34,964 shares valued at $12.28 million. This comes as Saia reported strong Q2 2026 results with diluted EPS up 31.5% and revenue increasing 17.1%, exceeding analyst expectations. Despite positive Q2 performance and some analyst upgrades, concerns persist regarding potential Q3 margin deterioration, rising costs, and recent price target cuts.
Militia Capital Management LLC Invests $2.13 Million in Saia, Inc. $SAIA
Militia Capital Management LLC acquired 6,060 shares of Saia, Inc. (NASDAQ:SAIA) valued at approximately $2.13 million during the first quarter. This investment comes as Saia reported strong Q2 results with revenue up 17.1% and EPS beating expectations, though some analysts have cut price targets due to concerns over rising costs and a potential deterioration in the third-quarter operating ratio. The company currently holds a "Moderate Buy" consensus rating with an average price target of $453.28.
Precision Trading with Saia Inc. (SAIA) Risk Zones
This article provides a precision trading analysis for Saia Inc. (SAIA), highlighting weak near and mid-term sentiment despite a positive long-term outlook. It offers institutional trading strategies including position trading, momentum breakout, and risk hedging, complete with entry zones, targets, and stop losses. The analysis is based on AI models and multi-timeframe signal analysis to manage risk effectively.
Janus Henderson Group PLC Lowers Stock Position in Saia, Inc. $SAIA
Janus Henderson Group PLC reduced its stake in Saia, Inc. by 1% in the first quarter, selling 3,248 shares but still retaining a significant holding valued at $113.2 million. This move comes as Saia reported strong Q2 results, with EPS and revenue exceeding analyst expectations, yet faces near-term concerns about Q3 operating-ratio deterioration due to rising costs. Analysts have mixed views, with some upgrading Saia while others, like Wells Fargo, downgraded the stock due to margin concerns.
JPMorgan Chase & Co. Issues Positive Forecast for Saia (NASDAQ:SAIA) Stock Price
JPMorgan Chase & Co. has raised its price target for Saia (NASDAQ:SAIA) to $498 from $490, maintaining an "overweight" rating and suggesting a 41.57% upside. This positive forecast follows Saia's strong Q2 earnings, where it beat EPS estimates and reported a 17.1% year-over-year revenue increase. However, the company anticipates a sequential operating-ratio deterioration in Q3 due to rising costs and softer shipment growth, leading to some analyst caution despite overall positive sentiment.
SAIA, INC. : WELLS FARGO CUTS TARGET PRICE TO $400 FROM $490
Wells Fargo has cut its target price for SAIA, INC. (SAIA.O) from $490 to $400. This news was reported by Reuters on July 31, 2026. The article is a brief financial update.
Stifel upgrades Saia stock rating to buy on pricing strength
Stifel upgraded Saia Inc. (NASDAQ:SAIA) to Buy from Hold, although it lowered the price target to $438 from $450. The less-than-truckload carrier reported Q2 adjusted EPS of $3.51, beating estimates, yet shares fell 17% reflecting broader market volatility. Stifel highlighted strength in revenue per shipment, contract renewals, and improved price discipline as key factors despite a decline in revenue per hundredweight excluding fuel.
SAIA INC : STIFEL RAISES TO BUY FROM HOLD; CUTS TARGET PRICE TO $438 FROM $450
Stifel has upgraded its rating for SAIA Inc. (SAIA.O) stock from "Hold" to "Buy." Concurrently, the firm adjusted its target price for SAIA Inc. downwards, moving it from $450 to $438.
SAIA, INC. : WELLS FARGO CUTS TARGET PRICE TO $400 FROM $490
Wells Fargo has cut its target price for SAIA, INC. (SAIA.O) to $400 from $490. This adjustment reflects an updated outlook on the company's financial prospects by the analyst firm. The article, attributed to Reuters, provides this key financial news without further detail on the rationale.
Saia Reports Record Q2 2026 Revenue Driven by Rate Hikes and Pricing Power
Saia Inc. announced record Q2 2026 revenue of $956.5 million, a 17.1% increase year-over-year, alongside a 31.5% surge in net income. This growth was primarily fueled by strategic rate increases, including a 10.7% contractual renewal increase and a 7.1% July GRI, demonstrating strong pricing discipline and operational execution. The company also improved its operating ratio to 86.9% and made significant investments in network expansion.
Saia Slides Despite Strong Q2 as Investors Focus on Cost Pressures and Softer Q3 Margin Outlook
Saia, Inc. (SAIA) experienced a 12.1% stock drop despite strong Q2 results, primarily due to management's Q3 commentary. Investors focused on anticipated sequential operating-ratio deterioration, a July wage increase, and higher fuel and transportation costs. Additionally, signs of slowed shipment growth in July after a general rate increase contributed to the negative outlook.
Earnings call transcript: Saia tops Q2 2026 estimates as shares drop 12%
Saia reported stronger-than-expected Q2 2026 results with diluted earnings of $3.51 a share and revenue of $956.5 million, both exceeding Wall Street forecasts. Despite the beat, the stock fell over 12% due to investor focus on margin outlook, wage pressure, and near-term shipment volatility. Management provided guidance for a sequential operating ratio worsening in Q3 but targets overall improvement for the full year 2026, driven by network investments and pricing actions.
SAIA Looks 13.5% Undervalued on GF Value™
Saia Inc (SAIA) is estimated by GuruFocus' GF Value™ to be 13.5% undervalued, trading at $394.44 against an intrinsic value of $456.00. The company boasts an exceptional GF Score™ of 97 out of 100, reflecting strong financial health, profitability, growth, valuation, and momentum. Despite a mixed signal from gurus trimming positions and no recent insider purchases, its reduced net capital expenditures and key position in the LTL market suggest a watchful opportunity for investors.
Saia Q2 revenue rises 17% to $956.5 million
Saia (SAIA) reported a strong second quarter in 2026, with revenue increasing 17.1% year-over-year to $956.5 million and net income rising to $94.3 million. The company saw an increase in LTL shipments per workday and improved its operating ratio, ending the quarter with $84.0 million in cash. Insider trading activity showed sales by several executives, while institutional investors had mixed movements, with some large firms significantly decreasing positions and others adding shares.
